AIMZ Investment Advisors, LLC
Long book
$323.6M
Q1 2026
Positions
139
Top-10 weight
34%
concentration
Last quarter
+12.8%
SPY +14.8%
Turnover
6%
of book per quarter
Strategy in plain words
auto-generated from filingsAIMZ Investment Advisors, LLC is a diversified fundamental manager, running a $323.6M US long book across 139 positions.
The portfolio is moderately concentrated (top 10 ≈ 34% of the book). The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: APPLE INC, META PLATFORMS INC-CLASS A, ALPHABET INC-CL A, ALPHABET INC-CL C, MICROSOFT CORP.
Over the last 9 quarters its long book ran on average 1pp per quarter behind the S&P 500, beating the index in 4 of 9 quarters. We rate its filings as signal-bearing: position changes reflect genuine views.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+4.5%
Q2 2024
+5.9%
Q3 2024
-1.2%
Q4 2024
-3.1%
Q1 2025
+5.3%
Q2 2025
+7.1%
Q3 2025
+6.1%
Q4 2025
-5.6%
Q1 2026
+12.8%
Sector allocation
Technology 44%
Healthcare 23%
Financials 10%
Industrials 8%
Consumer discretionary 6%
Other 3%
Services media 3%
Consumer staples 1%
Long book by quarter
What does AIMZ Investment own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 90.6K | $23.0M | 7.1% | -1.4% |
| META META PLATFORMS INC-CLASS A | Technology | 25.0K | $14.3M | 4.4% | -1.2% |
| GOOGL ALPHABET INC-CL A | Technology | 42.3K | $12.2M | 3.8% | -3.0% |
| GOOG ALPHABET INC-CL C | Technology | 39.7K | $11.4M | 3.5% | -8.2% |
| MSFT MICROSOFT CORP | Technology | 27.9K | $10.3M | 3.2% | -1.3% |
| VRTX VERTEX PHARMACEUTICALS INC | Healthcare | 20.0K | $8.9M | 2.8% | -1.5% |
| GILD GILEAD SCIENCES INC | Healthcare | 61.3K | $8.5M | 2.6% | -3.9% |
| REGN REGENERON PHARMACEUTICALS | Healthcare | 9.5K | $7.3M | 2.3% | -1.6% |
| QCOM QUALCOMM INC | Technology | 55.9K | $7.2M | 2.2% | -1.6% |
| CHRW C.H. ROBINSON WORLDWIDE INC | Industrials | 40.5K | $6.7M | 2.1% | -1.8% |
| INCY INCYTE CORP | Healthcare | 65.2K | $6.1M | 1.9% | -1.5% |
| WMT WALMART INC | Consumer discretionary | 46.1K | $5.7M | 1.8% | -1.5% |
| NTAP NETAPP INC | Technology | 55.0K | $5.6M | 1.7% | -1.2% |
| AZN ASTRAZENECA PLC | Healthcare | 27.3K | $5.4M | 1.7% | New |
| EXPD EXPEDITORS INTL WASH INC | Industrials | 37.4K | $5.4M | 1.7% | -1.8% |
| CSCO CISCO SYSTEMS INC | Technology | 65.8K | $5.1M | 1.6% | -2.0% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 10.4K | $5.0M | 1.5% | -1.5% |
| AMGN AMGEN INC | Healthcare | 12.9K | $4.5M | 1.4% | -0.5% |
| TROW T ROWE PRICE GROUP INC | Financials | 48.3K | $4.4M | 1.3% | -0.3% |
| IBM INTL BUSINESS MACHINES CORP | Technology | 17.7K | $4.3M | 1.3% | -1.0% |
| CTAS CINTAS CORP | Other | 24.9K | $4.2M | 1.3% | -2.8% |
| UNH UNITEDHEALTH GROUP INC | Financials | 15.2K | $4.1M | 1.3% | -1.0% |
| EEFT EURONET WORLDWIDE INC | Financials | 61.4K | $4.1M | 1.3% | +111.6% |
| NVDA NVIDIA CORP | Technology | 21.8K | $3.8M | 1.2% | +0.6% |
| ADBE ADOBE INC | Technology | 15.3K | $3.7M | 1.1% | -0.4% |
| JNJ JOHNSON & JOHNSON | Healthcare | 14.1K | $3.5M | 1.1% | -1.1% |
| ABBV ABBVIE INC | Healthcare | 15.5K | $3.4M | 1.0% | -0.4% |
| CPW CHECK POINT SOFTWARE TECH | — | 23.0K | $3.3M | 1.0% | -1.7% |
| BMY BRISTOL-MYERS SQUIBB CO | Healthcare | 52.5K | $3.2M | 1.0% | -1.4% |
| MRK MERCK & CO. INC. | Healthcare | 25.3K | $3.0M | 0.9% | -1.2% |
| SYK STRYKER CORP | Healthcare | 9.0K | $3.0M | 0.9% | Held |
| EPAM EPAM SYSTEMS INC | Technology | 21.5K | $2.9M | 0.9% | -1.5% |
| ADI ANALOG DEVICES INC | Technology | 8.7K | $2.8M | 0.9% | -6.3% |
| LOW LOWE'S COS INC | Consumer discretionary | 11.3K | $2.7M | 0.8% | -2.4% |
| URBN URBAN OUTFITTERS INC | Consumer discretionary | 40.8K | $2.6M | 0.8% | -2.9% |
| CI THE CIGNA GROUP | Financials | 9.3K | $2.5M | 0.8% | -1.2% |
| PYPL PAYPAL HOLDINGS INC | Services media | 53.4K | $2.4M | 0.7% | -3.3% |
| ITW ILLINOIS TOOL WORKS | Industrials | 8.9K | $2.3M | 0.7% | 0.0% |
| TDY TELEDYNE TECHNOLOGIES INC | Technology | 3.8K | $2.3M | 0.7% | -3.5% |
| PRLB PROTO LABS INC | Industrials | 38.7K | $2.2M | 0.7% | -2.3% |
| XOM EXXON MOBIL CORP | Energy | 12.9K | $2.2M | 0.7% | 0.0% |
| NFLX NETFLIX INC | Services media | 21.4K | $2.1M | 0.6% | +0.9% |
| PEP PEPSICO INC | Consumer staples | 12.9K | $2.0M | 0.6% | +0.2% |
| ORCL ORACLE CORP | Technology | 13.0K | $1.9M | 0.6% | Held |
| FDS FACTSET RESEARCH SYSTEMS INC | Technology | 8.8K | $1.9M | 0.6% | +1.2% |
| DLB DOLBY LABORATORIES INC-CL A | Financials | 31.5K | $1.9M | 0.6% | -1.9% |
| EMR EMERSON ELECTRIC CO | Industrials | 14.4K | $1.9M | 0.6% | -0.3% |
| KO COCA-COLA CO/THE | Consumer staples | 24.6K | $1.9M | 0.6% | 0.0% |
| BEN FRANKLIN RESOURCES INC | Financials | 75.7K | $1.8M | 0.6% | -1.3% |
| ABT ABBOTT LABORATORIES | Healthcare | 16.4K | $1.7M | 0.5% | -0.7% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 15, 2026 | 139 | $323.6M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 17, 2026 | 140 | $349.6M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 12, 2025 | 128 | $318.7M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 12, 2025 | 130 | $298.7M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 14, 2025 | 125 | $286.4M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 5, 2025 | 124 | $287.9M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 13, 2024 | 124 | $293.0M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 8, 2024 | 119 | $279.0M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 10, 2024 | 120 | $268.1M | canonical | SEC ↗ |
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